HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$3.94M
3
+$2.98M
4
UBER icon
Uber
UBER
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.8M

Top Sells

1
+$3.38M
2
+$3.31M
3
+$1.82M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.19M
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$1.14M

Sector Composition

1 Technology 49.28%
2 Consumer Discretionary 22.08%
3 Financials 7.7%
4 Healthcare 4.16%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$869K 0.28%
38,877
+2,700
52
$866K 0.28%
9,980
+3,900
53
$770K 0.25%
19,964
-7,689
54
$748K 0.24%
5,064
-2,188
55
$738K 0.24%
58,852
+58,369
56
$725K 0.24%
7,396
+1,196
57
$692K 0.23%
18,866
-15,596
58
$662K 0.22%
12,433
-6,660
59
$624K 0.2%
5,241
+51
60
$605K 0.2%
5,545
-3,093
61
$580K 0.19%
2,728
-718
62
$574K 0.19%
2,765
+650
63
$564K 0.18%
5,260
-1,603
64
$480K 0.16%
1,408
+990
65
$468K 0.15%
20,050
+13,550
66
$440K 0.14%
2,000
67
$420K 0.14%
608
+21
68
$348K 0.11%
21,800
+11,300
69
$340K 0.11%
1,610
+215
70
$339K 0.11%
18,088
+4,032
71
$336K 0.11%
4,526
-3,801
72
$334K 0.11%
5,250
+100
73
$322K 0.1%
2,407
-2,600
74
$317K 0.1%
1,045
-112
75
$308K 0.1%
1,031
1 2
3
4 5